Lee Financial’s Cardinal Health CAH Stock Holding History

Lee Financial’s Portfolio CAH Stock Details CAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-42	Closed	-$4.25K	–	252
2023 Q4	$4.25K	Hold	42	–	–	﹤0.01%	579
2023 Q3	$3.65K	Hold	42	–	–	﹤0.01%	568
2023 Q2	$3.99K	Buy	42 +28	+200%	+$2.37K	﹤0.01%	542
2023 Q1	$1.06K	Sell	14 -13	-48%	-$981	﹤0.01%	732
2022 Q4	$2.08K	Sell	27 -14	-34%	-$1.06K	﹤0.01%	685
2022 Q3	$3K	Buy	+41	New	+$2.6K	﹤0.01%	608
2022 Q2	–	Sell	-200	Closed	-$11K	–	867
2022 Q1	$11K	Sell	200 -40	-17%	-$2.14K	﹤0.01%	418
2021 Q4	$12K	Buy	240 +40	+20%	+$1.96K	﹤0.01%	457
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	421
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	389
2021 Q1	$12K	Hold	200	–	–	﹤0.01%	367
2020 Q4	$11K	Hold	200	–	–	﹤0.01%	360
2020 Q3	$9K	Sell	200 -76	-28%	-$3.9K	﹤0.01%	408
2020 Q2	$14K	Buy	276 +200	+263%	+$10.3K	﹤0.01%	315
2020 Q1	$4K	Hold	76	–	–	﹤0.01%	393
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	421
2019 Q3	$4K	Hold	76	–	–	﹤0.01%	432
2019 Q2	$4K	Hold	76	–	–	﹤0.01%	437
2019 Q1	$4K	Buy	+76	New	+$3.81K	﹤0.01%	421

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return